Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. However,there is no assurance that the investment objective of the Schemes will be realized. The Dhanvarsha - 12 Scheme has been converted into an open-ended monthly income plan w.e.f. 1/6/03.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
LIC Mutual Fund Asset Management Limited manages assets worth 15,593 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 32 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About LIC MF Debt Hybrid Fund (G)
About LIC MF Debt Hybrid Fund (G)
LIC MF Debt Hybrid Fund (G) is a conservative hybrid hybrid fund and has delivered an annualised return of 8.3% over a period of 22 years .The fund was previously known as LIC MF MIP Gr.The fund is managed by LIC Mutual Fund Asset Management Limited.The fund managers are Karan Doshi, Marzban Irani, Yogesh Patil
LIC MF Debt Hybrid Fund (G) Investment Objective
The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. However,there is no assurance that the investment objective of the Schemes will be realized. The Dhanvarsha - 12 Scheme has been converted into an open-ended monthly income plan w.e.f. 1/6/03. However, there is no assurance that the objective of the scheme will be realized.
LIC MF Debt Hybrid Fund (G) NAV,AUM,Risk
The LIC MF Debt Hybrid Fund (G) fund was launched on Feb 03, 1999. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-07-28 is ₹ 65.1345. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 81.211. The category risk of the LIC MF Debt Hybrid Fund (G) fund is Moderate Risk.
The fund charges 2.27 % as expense ratio.
LIC MF Debt Hybrid Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 39.2% in this asset class. The top three holdings of the fund are 7.32% govt stock 2024,91 dtb 02092021 and 91 dtb 23092021
LIC MF Debt Hybrid Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
LIC MF Debt Hybrid Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
LIC MF Debt Hybrid Fund (G) Review
LIC MF Debt Hybrid Fund (G) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, LIC MF Debt Hybrid Fund (G) has a score of 2 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
